EFIN

[donnaV]

I am new to pro series but have been filing returns with the IRS for the past 3 years so my acceptance letter is over 12 months.  My application has been rejected and I don't know how to proceed because you don't have to have an EFIN acceptance from the IRS every year to file...correct or is it because I've changed from a different firm?  I can't seem to find a phone number to talk to support.

[IRonMaN]

https://www.irs.gov/tax-professionals/how-to-maintain-monitor-and-protect-your-efin

[Just-Lisa-Now-]

"or is it because I've changed from a different firm"

Yes, if you have a new firm you need update your EFIN and send a copy of that EFIN application to Intuit for it to be reflected on your program. EFINs are assigned to a firm, not to a person.

Did you get a new EFIN when you changed firms? 

You may want to reach out to IRS EServices and see what needs to be done, once you have a new EFIN Summary Applicaiton you can follow the instructions here to get that to Intuit.

Register and Manage your EFIN with Intuit before e-filing

[George4Tacks]

Are you confusing PTIN with EFIN?

[Just-Lisa-Now-]

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@George4Tacks wrote:

Are you confusing PTIN with EFIN?

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I dont think theyd get a rejected application for a PTIN.

[IRonMaN]

If you mark the box that you are a convicted felon (accidently or honestly?😬) you would most likely get a rejection.  But maybe Donna will come back and provide a few more details to this drama.

[donnaV]

Hi Lisa, Thank you, I did get ahold of support and she said I would need to download the full application from the IRS website.  I don't need to update because I'm not changing firms I only am changing software, which doesn't require an IRS edit. I did that and think I'm good now.  appreciate all the responses...there is always a new learning curve when changing software, one reason I've procrastinated so long.

[donnaV]

No but thank you

[donnaV]

no exciting details to report!  Intuit support was terrific and solved the issue quickly 🙂

[Just-Lisa-Now-]

Oh good!  I had to upload mine this year too, they told me it had been 7 years and it had to be done again....weird, but ok.